This I don't disagree with... but you and I probably believe this for very different reasons. However, the rest of what you've said -in this comment and the first one I replied to- is just bonkers word salad.
I think you're placing much too much emphasis on the "electricity" comment, which I admit was an overstatement. But the description of the economics driving data center deals is quite parseable for someone familiar with the financial structure of the AI industry.
As for the rest, if you point out the parts that you don't understand, I'd be happy to elaborate.
No. I addressed your electricity assertion here. [0] I'm calling nearly all of your commentary word salad because it reads like the "conversation" in the picture behind the "...cognitotoxic" cut on this Mastodon post [1], just with the "spiritual woo" vocabulary module pulled out and the "finance bro" and "LLM Tech Exuberance" vocabulary modules loaded in.